Interchange Capital Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Interchange Capital Partners’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Buy	1,349 +67	+5%	+$22.9K	0.08%	225
2025 Q4	$386K	Hold	1,282	–	–	0.07%	244
2025 Q3	$347K	Sell	1,282 -63	-5%	-$15.7K	0.07%	241
2025 Q2	$321K	Sell	1,345 -968	-42%	-$194K	0.07%	208
2025 Q1	$441K	Buy	2,313 +461	+25%	+$98.4K	0.12%	152
2024 Q4	$399K	Sell	1,852 -76	-4%	-$17K	0.14%	154
2024 Q3	$445K	Sell	1,928 -319	-14%	-$73.3K	0.16%	154
2024 Q2	$554K	Buy	2,247 +1,274	+131%	+$292K	0.2%	125
2024 Q1	$225K	Buy	+973	New	+$202K	0.15%	146
2023 Q4	–	Sell	-1,419	Closed	-$224K	–	159
2023 Q3	$224K	Sell	1,419 -12	-0.8%	-$2K	0.18%	137
2023 Q2	$245K	Buy	1,431 +450	+46%	+$67.5K	0.19%	128
2023 Q1	$220K	Buy	+981	New	+$134K	0.12%	184
2022 Q1	–	Sell	-1,260	Closed	-$227K	–	173
2021 Q4	$227K	Buy	+1,260	New	+$211K	0.23%	138
2021 Q1	–	Sell	-2,115	Closed	-$267K	–	958
2020 Q4	$267K	Buy	+2,115	New	+$243K	0.14%	162

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Interchange Capital Partners's SOXX Position: Q1 2026 in Review

Interchange Capital Partners increased its iShares Semiconductor ETF (SOXX) stake by 5.2% in Q1 2026, buying an estimated $22.9K and bringing the position to 1,349 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #225.

Interchange Capital Partners first reported a position in SOXX in Q4 2020 and has held it in 14 quarters since. The position peaked at $554K in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Interchange Capital Partners held 1,349 shares of iShares Semiconductor ETF worth $260K as of Q1 2026.
Interchange Capital Partners bought 67 iShares Semiconductor ETF shares in Q1 2026, an estimated $22.9K.
iShares Semiconductor ETF made up 0.08% of Interchange Capital Partners's portfolio in Q1 2026, its #225 holding.
Interchange Capital Partners first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 14 quarters since.
Interchange Capital Partners's iShares Semiconductor ETF position peaked at $554K in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.